"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
Microsoft (MSFT), and Meta Platforms (META) reported earnings after Wednesday's closing bell, as investors weigh which Big ...
DeepSeek's sudden emergence is shaking up the tech scene. That could be good news for small startup companies.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
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